Civic Intelligence

Team-Based Learning Collaborative

990 • Fiscal year 2020 • EIN 11-3780511

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

1000 5th Avenue Suite 100Huntington, WV 25701

(304) 208-8011

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.10x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.14x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

23rd percentile

-17%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

38th percentile

-1.9%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-56%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$125,743

Down $2,487 (-1.9%) from 2019

Net Assets

Down

$112,882

Down $15,348 (-12%) from 2019

Liabilities

Up

$12,861

Up $12,861 from 2019

Revenue

Down

$89,042

Down $114,061 (-56%) from 2019

Expenses

Down

$104,390

Down $51,158 (-33%) from 2019

Net Income

Down

-$15,348

Down $62,903 (-132%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $16,833Net Assets 2010: $16,8332010Assets 2011: $48,643Liabilities 2011: $02011Assets 2012: $105,602Liabilities 2012: $0Net Assets 2012: $105,6022012Assets 2013: $128,404Liabilities 2013: $0Net Assets 2013: $128,4042013Assets 2014: $114,906Liabilities 2014: $0Net Assets 2014: $114,9062014Assets 2015: $105,750Liabilities 2015: $0Net Assets 2015: $105,7502015Assets 2016: $102,123Liabilities 2016: $0Net Assets 2016: $102,1232016Assets 2017: $109,913Liabilities 2017: $0Net Assets 2017: $109,9132017Assets 2018: $80,675Liabilities 2018: $0Net Assets 2018: $80,6752018Assets 2019: $128,230Liabilities 2019: $0Net Assets 2019: $128,2302019Assets 2020: $125,743Liabilities 2020: $12,861Net Assets 2020: $112,8822020Assets 2021: $233,822Liabilities 2021: $82,064Net Assets 2021: $151,7582021Assets 2022: $255,238Liabilities 2022: $75,484Net Assets 2022: $179,7542022Assets 2023: $243,856Liabilities 2023: $71,700Net Assets 2023: $172,1562023Assets 2024: $252,666Liabilities 2024: $71,700Net Assets 2024: $180,9662024

Highlighted filing

2020

Assets$125,743
Liabilities$12,861
Net Assets$112,882

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $65,219Expenses 2010: $61,890Net Income 2010: $3,3292010Revenue 2011: $99,877Expenses 2011: $68,066Net Income 2011: $31,8112011Revenue 2012: $162,794Expenses 2012: $105,757Net Income 2012: $57,0372012Revenue 2013: $164,366Expenses 2013: $134,983Net Income 2013: $29,3832013Revenue 2014: $142,782Expenses 2014: $154,658Net Income 2014: -$11,8762014Revenue 2015: $164,168Expenses 2015: $170,704Net Income 2015: -$6,5362015Revenue 2016: $176,186Expenses 2016: $179,813Net Income 2016: -$3,6272016Revenue 2017: $121,298Expenses 2017: $113,508Net Income 2017: $7,7902017Revenue 2018: $195,775Expenses 2018: $225,013Net Income 2018: -$29,2382018Revenue 2019: $203,103Expenses 2019: $155,548Net Income 2019: $47,5552019Revenue 2020: $89,042Expenses 2020: $104,390Net Income 2020: -$15,3482020Revenue 2021: $113,749Expenses 2021: $76,387Net Income 2021: $37,3622021Revenue 2022: $112,838Expenses 2022: $74,985Net Income 2022: $37,8532022Revenue 2023: $125,305Expenses 2023: $133,223Net Income 2023: -$7,9182023Revenue 2024: $112,244Expenses 2024: $110,165Net Income 2024: $2,0792024

Highlighted filing

2020

Revenue$89,042
Expenses$104,390
Net Income-$15,348
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.0
Gross Receipts
$89,042
Mission and Program Overview

Mission

To provide the vision, organization, skills, training, and leadership to actively promote the understanding, use, transformation, and dissemination of tbl across global educational communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$128,230$97,639▼ $30,591
Other Notes and Loans Receivable, Net-$28,104-
Total Assets$128,230$125,743▼ $2,487
Liabilities
Grants Payable-$6,281-
Deferred Revenue-$5,200-
Other Liabilities-$1,380-
Total Liabilities$0$12,861▲ $12,861
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$128,230$112,882▼ $15,348
Total Net Assets Fund Balance$128,230$112,882▼ $15,348
Total Liabilities and Net Assets / Fund Balance$128,230$125,743▼ $2,487
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michelle FarlandPresident
Julie EstisPresident-el
Joy De VriesBoard Member
Larry MichaelsenBoard Member
Lauren BrannanBoard Member
Liz WinterBoard Member
Michele ClarkBoard Member
Michelle MoscovaBoard Member
Parto KhansariBoard Member
Rebcca MccarterBoard Member
Richard PlunkettBoard Member
Robert EstesBoard Member
Robin Risling De-jongBoard Member
Sandy CookBoard Member
Sarah LerchenfeldtBoard Member
Suzan ElsayedBoard Member
Wayne MccormackBoard Member
William OfstadBoard Member
Julie HewettCollaborativ
Michael NelsonPast Preside
Hugh Clements-jeweryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,020
Program Service Revenue
$85,759
Investment Income
$0
Other Revenue
$2,263
All Other Contributions
$1,020
Change in Net Assets
$-15,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,022
Grants and Similar Amounts Paid$14,368
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$47,865-$47,865
Grants to Domestic Orgs$11,768--$11,768
Information Technology-$10,949-$10,949
Conferences and Meetings$10,369--$10,369
Travel$2,653$583-$3,236
Office Expenses-$2,734-$2,734
Foreign Grants$2,600--$2,600
Fees for Services Accounting-$1,876-$1,876
Insurance-$732-$732
Other Expenses$3,860$100-$100
Total Functional Expenses$35,952$68,438$0$104,390
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Conference Registrations -refundable$1,380
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Tblc hired julnet solutions, llc to provide daily oversight and administrative duties of the organization.

Form 990, Page 6, Part VI, Line 6

Tblc is a member-based organization. Per the bylaws, a member in good standing are individuals (or institutional groups of individuals) whose dues are timely paid. There are four types of membership categories: member, honorary member, retired members, and ex-officio members.

Form 990, Page 6, Part VI, Line 7A

All members in good standing have a vote in electing members of the governing body.

Form 990, Page 6, Part VI, Line 7B

Amendments of the bylaws may be proposed by a majority of the steering committee or by a petition sent to the collaboration manager, bearing the signatures of at least 15 members in good standing. All amendments of the bylawss require an affirmative vote of two thirds of the members in good standing who submit valid ballots.

Form 990, Page 6, Part VI, Line 11B

The organization's cpa will prepare the tax return and provide a draft copy to the organization's treasurer and finance committee for review, comment and approval. Any questions, comments, or corrections will be discussed during a regularly scheduled committee meeting. Once all issues, if any, have been address and the return has been approved, the treasurer will sign and inform the cpa to file the return electronically.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is discussed as a regular part of the annual board meeting and is signed by every member of the board at the annual meeting. The policy is available to the public upon request.

Form 990, Page 6, Part VI, Line 19

The governing documents are located on the organization's website - www.teambasedlearning.org. The financial statements and the conflict of interest policy is available upon request.

Filing and Contact Details

Filer

Filer Name
Team-based Learning Collaborative
EIN
11-3780511
Phone
3042088011
Address
1000 5TH AVENUE SUITE 100, HUNTINGTON, WV 25701
Doing Business As
Tblc

Signing Officer

Name
Hugh Clements-jewery
Title
Treasurer
Phone
3042088011
Signed
2021-05-15

Organization Details

Principal Officer
Hugh Clements-jewery
Formed
2006
Legal Domicile
Wv
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
25

Preparer

Firm
Walls & Associates Pllc
Address
19 THIRD STREET, HAMLIN, WV 25523
Preparer
Brent T Walls CPA
Phone
3043905971
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

The tblc supports and encourages research and scholarship in team-based learning. To help its members participate in opportunities that provide educational scholarship, the tblc provides funding to initate new educational research or evaluation proposals. These grants range from 3,500 to 5,000 each.

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE TBLC IS A MEMBERSHIP ORGANIZATION IN WHICH MEMBERS PAY ANNUAL DUES. ALL MEMBERS IN GOOD STANDING HAVE THE RIGHT TO VOTE, HOLD OFFICE, AND SERVE ON COMMITTEES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0TBLC ORGANIZES REGIONAL WORKSHOPS SUCH AS "TEAM-BASED LEARNING 101" THAT PROVIDE ATTENDEES WITH THE RESOURCES AND MATERIALS NEEDED TO IMPLEMENT TEAM-BASED LEARNING IN THE CLASSROOMS. MATERIALS SUCH AS BOOKS, VOTING CARDS, SMALL WHITE BOARDS, AND VARIOUS OTHER USEFUL ITEMS ARE PROVIDED TO THE ATTENDEES.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE TBLC SUPPORTS AND ENCOURAGES RESEARCH AND SCHOLARSHIP IN TEAM-BASED LEARNING. TO HELP ITS MEMBERS PARTICIPATE IN OPPORTUNITIES THAT PROVIDE EDUCATIONAL SCHOLARSHIP, THE TBLC PROVIDES FUNDING TO INITATE NEW EDUCATIONAL RESEARCH OR EVALUATION PROPOSALS. THESE GRANTS RANGE FROM 3,500 TO 5,000 EACH.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONFERENCE REGISTRATIONS -REFUNDABLE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TBLC SUPPORTS AND ENCOURAGES RESEARCH AND SCHOLARSHIP IN TEAM-BASED LEARNING. TO HELP ITS MEMBERS PARTICIPATE IN OPPORTUNITIES THAT PROVIDE EDUCATIONAL SCHOLARSHIP, THE TBLC PROVIDES FUNDING TO INITATE NEW EDUCATIONAL RESEARCH OR EVALUATION PROPOSALS. THESE GRANTS RANGE FROM 3,500 TO 5,000 EACH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TBLC HIRED JULNET SOLUTIONS, LLC TO PROVIDE DAILY OVERSIGHT AND ADMINISTRATIVE DUTIES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TBLC IS A MEMBER-BASED ORGANIZATION. PER THE BYLAWS, A MEMBER IN GOOD STANDING ARE INDIVIDUALS (OR INSTITUTIONAL GROUPS OF INDIVIDUALS) WHOSE DUES ARE TIMELY PAID. THERE ARE FOUR TYPES OF MEMBERSHIP CATEGORIES: MEMBER, HONORARY MEMBER, RETIRED MEMBERS, AND EX-OFFICIO MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL MEMBERS IN GOOD STANDING HAVE A VOTE IN ELECTING MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AMENDMENTS OF THE BYLAWS MAY BE PROPOSED BY A MAJORITY OF THE STEERING COMMITTEE OR BY A PETITION SENT TO THE COLLABORATION MANAGER, BEARING THE SIGNATURES OF AT LEAST 15 MEMBERS IN GOOD STANDING. ALL AMENDMENTS OF THE BYLAWSS REQUIRE AN AFFIRMATIVE VOTE OF TWO THIRDS OF THE MEMBERS IN GOOD STANDING WHO SUBMIT VALID BALLOTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S CPA WILL PREPARE THE TAX RETURN AND PROVIDE A DRAFT COPY TO THE ORGANIZATION'S TREASURER AND FINANCE COMMITTEE FOR REVIEW, COMMENT AND APPROVAL. ANY QUESTIONS, COMMENTS, OR CORRECTIONS WILL BE DISCUSSED DURING A REGULARLY SCHEDULED COMMITTEE MEETING. ONCE ALL ISSUES, IF ANY, HAVE BEEN ADDRESS AND THE RETURN HAS BEEN APPROVED, THE TREASURER WILL SIGN AND INFORM THE CPA TO FILE THE RETURN ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CONFLICT OF INTEREST POLICY IS DISCUSSED AS A REGULAR PART OF THE ANNUAL BOARD MEETING AND IS SIGNED BY EVERY MEMBER OF THE BOARD AT THE ANNUAL MEETING. THE POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS ARE LOCATED ON THE ORGANIZATION'S WEBSITE - WWW.TEAMBASEDLEARNING.ORG. THE FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0128230
IRS990/TotalAssetsEOYAmt0125743
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalOtherProgSrvcGrantAmt014368
IRS990/TotalProgramServiceExpensesAmt035952
IRS990/TotalProgramServiceRevenueAmt085759

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.72$1.81$1.12$1.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.72$1.72$1.25$1.33$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.75$1.80$1.13$0.75$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.82$1.52$1.14$0.76$0.37
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.13$1.13$0.89$1.04$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$2.03$1.56$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$1.96$2.25$0.29
2017Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$1.21$1.14$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$1.76$1.80$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$1.64$1.71$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.43$1.55$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.64$1.35$0.29
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$1.63$1.06$0.57
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$1.00$0.68$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.65$0.62$0.03
Peer Organizations

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